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Step 1:
Request HCMS invite
Now that you have your NPN # you can officially start the onboarding process! Begin by requesting an invite to HCMS (This is how you get paid directly from carrier)
You do this by sending an email to: admin@fidelityfl.com
Subject Line: HCMS Requesting Invite
In Body Include: NAME, DOB, NPN#.
Admin will respond back with a form to fill out and return ✅
Step 2:
Make Log in
Admin will process your request and send you an Onboard link from "Support HCMS"
Click "Start Onboarding" and proceed to make your account + Log in and password
Step 3:
Complete HCMS Onboard
Once you're in, there will be a 9-step process you will have to fill out to complete account set up.
Be prepared to input:
Beneficiary Info - SSN, DOB, Other personal Info (for who will take over your residual income if you die)
AML Course Certificate - click for HELP!
5 Years employment history - They don't call, they don't check. Insert last 5 years with no gaps.
Banking Info - Your direct deposit info to get paid.
Step 4:
Apply with Starter Carriers
This is how you will get your own log in and passwords to each carrier. You will want access to at least 3 carriers before getting on the phone to go front to back, that way you can provide multiple options to clients if needed.
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This process is important but can be lengthy. Once you submit, the turn time is up to the carriers, not our admin, so please be patient.
Step 5:
CRM Setup / Configuration $39
The "BUILT FOR YOU" Lead management system. Literally designed to specifically convert your insurance leads as fast and simply as possible!
Step 6:
A2P Registration ($18 one time) + ($10)
Get approved to SEND Text messages!
Brand + Campaign
Then purchase a local text # for $1 under "phone numbers" in the settings
Step 7:
Virtual Assistant:
Fidelity A.I. 🤖
Put your Text reply on AUTO-PILOT
Step 8:
Purchase Additional States
Its good practice to pick up at least 5+ state licenses for lead delivery and agent outreach. Insurance licensing is reciprocal meaning you wont have to take another test! Just pay the state fee.
More States = More Time zones = More Clients
How: Individual, Non-Resident, Add new line of authority, Select states you want to add, choose appropriate products (Life + Health with 215), View cart, prices vary per state! (DONT SELECT VARIABLE!)
